DOSSIER · 13F-HR · Q1 2026

Landing Point Financial Group, LLC

$206M in tracked AUM across 93 positions as of Q1 2026.

LP
CIK 0002025964 · last filed Mar 31, 2026
Total AUM
$206M
as of Q1 2026
Holdings
93
positions
Whale Score
60
60
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Landing Point Financial Group, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES CORE S&P 500 ETF
$42M64K20.3%
02
FDVV
FIDELITY HIGH DIVIDEND ETF
$27M496K13.3%
03
CLOA
ISHARES AAA CLO ACTIVE ETF
$15M298K7.5%
04
ICSH
ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF
$15M299K7.3%
05
AAPL
APPLE INC COM
$11M44K5.4%
06
FESM
FIDELITY ENHANCED SMALL CAP ETF
$10M269K5.0%
07
EFV
ISHARES MSCI EAFE VALUE ETF
$7M99K3.6%
08
VOO
VANGUARD S&P 500 ETF
$7M12K3.5%
09
NVDA
NVIDIA CORPORATION COM
$6M32K2.7%
10
EEM
ISHARES MSCI EMERGING MARKETS ETF
$5M94K2.6%

Filing history

2026Q1Mar 31
$206M 2.8%
93 positionsView →
2025Q4Dec 31
$201M 4.5%
83 positionsView →
2025Q3Sep 30
$192M 20.9%
86 positionsView →
2025Q2Jun 30
$159M 20.3%
69 positionsLocked
2025Q1Mar 31
$132M 0.6%
69 positionsLocked
2024Q4Dec 31
$131M
69 positionsLocked